Mexico is beginning to translate its new phase of electricity expansion into concrete projects. An exclusive survey conducted by Energía Estratégica, based on information from the Ministry of Environment and Natural Resources (SEMARNAT), identifies 48 renewable energy initiatives that underwent environmental permitting processes between the end of April and mid-August , distributed across 22 states.
Among the projects reporting capacity, the pipeline reaches at least 4751.4 MW , or more than 4.7 GW. The actual size is higher: 17 of the 48 projects surveyed do not specify power , and therefore cannot be included in the aggregate calculation.
The photograph also reveals who is positioning themselves in this new wave. AMMPER Generación leads in the number of initiatives, with five projects , while DRG Solar III has the largest individual development identified. In terms of known volume, the Federal Electricity Commission (CFE) and Atlas Renewable Energy also stand out.
The environmental movement is occurring in parallel with the implementation of Mexico's new generation expansion model. Some of the assets included in the survey coincide with projects selected under the new capacity addition mechanisms , both through mixed schemes with CFE and through priority private generation.
The companies leading the new pipeline
The largest single project with declared capacity belongs to DRG Solar III , which is developing the San José de Arriba Photovoltaic Project in Durango. This initiative encompasses 680.45 MW , a volume that alone represents approximately 14% of all quantifiable capacity identified in the survey.
The Federal Electricity Commission (CFE) immediately appears among the most significant players. The state-owned company is processing two photovoltaic projects totaling 554 MW : Concepción Mendizábal Mendoza Phase III, with 339 MW in Coahuila, and the Cerro Prieto II Photovoltaic Plant, with 215 MW in Baja California.
Both developments also incorporate storage. Concepción Mendizábal Mendoza Phase III registers 305.1 MWh of BESS , while for Cerro Prieto II the reviewed documentation records references of 64.5 MW / 193.5 MW in the column corresponding to batteries.
Another key player is Atlas Renewable Energy , which has a combined capacity of 400 MW through two identical plants in Coahuila: Correcaminos Solar and Coyote Solar, each with 200 MW. In both cases, the survey also confirms the incorporation of BESS, although it does not specify its capacity.
However, the leadership shifts in terms of the number of projects. AMMPER Generación presents five initiatives in five different markets : Arcturus Solar in Morelos, Rigel Solar in Jalisco, Sirius Solar in San Luis Potosí, Altair Solar in Querétaro, and Antares Solar in Tlaxcala.
The power is only specified for two of those assets: 119.5 MW from Arcturus Solar and 75.6 MW from Altair Solar , which yield 195.1 MW quantifiable.
Green Park Energy also has a significant presence , with three registered projects: the 120 MW Villa Juárez PV plant in Aguascalientes; the El Toro PV plant in Guanajuato; and another project in Hidalgo. The latter two projects do not have their capacity listed in the available information.
Among the major developers by known capacity are also Tusae Energy III, with La Morita III of 300 MW in Nuevo León; Balam Solar, with 202.2 MW in Campeche; RHO Solar, with PS Altamirano of 188 MW in Veracruz; ASELCO, with Tikinmul of 170 MW in Campeche; and Kineom, with Trapiche Solar of 154 MW in Veracruz .
These are joined by Bellaterra Energía with Alborada Solar of 123.1 MW; Energías Renovables Kiin, which is the trade name of Cubico Sustainable, with 130 MW; Atlacomulco Solar Fotovoltaica with 119.9 MW; Carcasola with Jarocho Solar of 115 MW; Espuela New Energy with 110.29 MW; Tusae Energy I with 100.2 MW; GR Energía Renovables 4 with 100 MW and Alten Energías Renovables México Once with another 100 MW.
Megaprojects explain a large part of the volume
The scale of some projects accounts for a significant portion of the more than 4.7 GW quantified. San José de Arriba leads with 680.45 MW , followed by Concepción Mendizábal Mendoza Phase III with 339 MW and La Morita III with 300 MW.
The survey also lists 300 MW for the Guadalupe Wind Farm in Tamaulipas . Following these are Cerro Prieto II with 215 MW, Balam Solar with 202.2 MW, and Correcaminos Solar and Coyote Solar with 200 MW each . In other words, just eight developments of 200 MW or more represent approximately 2.44 GW , more than half of all the capacity explicitly declared in the analyzed portfolio.
In a second tier appear PS Altamirano with 188 MW, Tikinmul with 170 MW, Trapiche Solar with 154 MW, Energías Renovables Kiin with 130 MW, Alborada Solar with 123.1 MW, Eólica Dzilam and FV Villa Juárez with 120 MW each, Atlacomulco I with 119.9 MW and Arcturus Solar with 119.5 MW.
This concentration coexists with smaller-scale projects and even installations intended for self-consumption. The lower end of the sample includes G-550K, an 8 MW photovoltaic infrastructure in Baja California , as well as Demasías de la Laguna, with 19.9 MW in Baja California Sur, and Aurora I and Aurora II, with 20.499 MW in Coahuila.
BESS gains ground in the new Mexican portfolio
The second feature that runs through the pipeline is storage. 25 of the 48 records explicitly include BESS or some reference to batteries , although the differences in units and the level of information available prevent constructing a single figure that represents all the surveyed systems.
Among those that unequivocally demonstrate energy capacity , Los Santos Solar II-BESS in Chihuahua stands out. The first stage includes 60 MW of generation and 240 MWh of storage , while future phases could increase the plant's capacity to 148.7 MWac and the BESS to 598 MWh .
Also noteworthy is the CFE Concepción Mendizábal Mendoza Phase III project, with 305.1 MWh , followed by Demasías de la Laguna with 97.93 MWh, Alborada Solar with 95 MWh, El Gorrión with 90 MWh, San Pedro Solar with 72 MWh and Aurora I and II with 5.6 MWh.
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Considering only the references clearly expressed in MWh, the survey identifies at least 833.63 MWh of quantifiable capacity . The potential volume is greater. Numerous projects simply indicate "Yes" in the BESS column , without specifying size, while others use MW instead of MWh. It is worth noting that the Mexican government has mandated that all new renewable energy projects must have 30% or more of their capacity in batteries with a 3-hour lifespan.
Coahuila and Veracruz, the main centers
The next wave is not concentrated in a single region either. The 48 projects span 22 states , although Coahuila and Veracruz stand out with five initiatives each.
Coahuila has at least 859.7 MW of installed capacity through Aurora I and Aurora II, El Gorrión, Concepción Mendizábal Mendoza Phase III, Correcaminos Solar, and Coyote Solar. In addition to their scale, four of these projects explicitly include storage components, reinforcing the hybrid nature of the state's portfolio.
Veracruz has at least 580.1 MW of known installed capacity through Trapiche Solar, Alborada Solar, PS Altamirano, and Jarocho Solar. Loma Iguana PV is also included, although its capacity is not specified in the survey.
Hidalgo has four proposals, while Campeche, Baja California, Chihuahua, and Quintana Roo each have three . Yucatán, Querétaro, Guanajuato, Baja California Sur, Tlaxcala, Jalisco, and Puebla have two initiatives each, while other states are represented by a single project.
From the mixed scheme to SEMARNAT: the awards are starting to appear
The intersection with recent awards adds another dimension to the survey. Several projects appearing in the environmental portfolio were previously selected under Mexico's new electricity expansion mechanisms , according to information compiled by Energía Estratégica.
One of them is the Álvaro Obregón Photovoltaic Project , by ZML Desarrolladora MX, which is listed before SEMARNAT with 90 MW in Baja California Sur and was awarded under the mixed scheme with CFE.
Also included is the 130 MW Kiin Renewable Energy Photovoltaic Park in Yucatán, while Fisterra Energy's San Simón Solar project, with 80 MW, is located in Baja California . Both are part of the universe of projects previously identified by Energía Estratégica in the new expansion plan.
Another relevant case is PFV Tres Hermanos, from Polaris Renewable Energy , which appears in the environmental survey with 92.4 MW in Tlaxcala and storage without detailed capacity.
The company had analyzed with Energía Estratégica the awarding of solar capacity by CFE and its plans to participate in the second round.
Another option is the Dzilam Wind Farm , owned by Eólica Dzilam, with 120 MW of capacity in Yucatán and a reference storage capacity of 48.6 MW . Unlike the previous projects, this development was awarded under the priority private generation scheme of December 2025, according to information gathered by this publication.
This exchange gains relevance as Mexico continues its second private bidding process , with over 3.9 GW of solar and wind power projects up for grabs. The environmental progress of already selected projects thus provides an initial indication of how some of the announced capacity is beginning to move through post-award stages.
Elawan marks the exception
Amid this trend, a case emerges that moves in the opposite direction. Elawan Wind México III withdrew the application for San Pedro Solar , a 98.4 MW photovoltaic project in Querétaro that also included 72 MWh of storage , according to the registry.
The asset is particularly relevant because it had been awarded under CFE's mixed scheme . While other selected projects appear to be progressing at SEMARNAT, San Pedro Solar is listed with the status "WITHDRAWS".
Beyond the ranking, the photograph leaves another signal for the market: the Mexican renewable pipeline is beginning to show projects of hundreds of MW, a significant penetration of BESS and territorial presence in 22 states , while some of the assets awarded under the new expansion mechanisms are already going through the environmental process.
The move before SEMARNAT thus offers a first concrete snapshot of who is seeking to position themselves behind Mexico's next renewable energy wave and where several of the next thousands of MW of investment could be concentrated .
Strategic Energy will be present at Intersolar
LATAM is going through a key moment for the expansion of renewable energies, driven by new regulatory challenges, the growth of electricity demand and the development of storage.
In this context, Energía Estratégica will be present at two of the leading solar industry events in Latin America: The Smarter E South America, from August 25 to 27 in São Paulo, Brazil, and Intersolar Mexico, from September 1 to 3 in Mexico City. From both events, the publication will provide special coverage with exclusive interviews, regulatory analysis, and the key developments that will shape the future of regional markets.